NewtekOne (NASDAQ: NEWT) · 13 hours ago
Digital Banking Client Service Representative - Wilmington, NC
Wilmington, NC, USA, 28403
Full-time
Onsite
Entry Level
$50K/yr - $65K/yr
1+ years expNewtekOne, a financial holding company, is looking to add a Digital Banking Client Service Representative to its team. This role is responsible for ensuring customers have a seamless banking experience and requires proficiency in banking products and services, excellent communication skills, and the ability to support customers effectively.
Financial Services
Responsibilities
Maintain a strong understanding of bank policies, procedures, and regulatory compliance requirements as well as the bank's products and services to provide accurate and relevant information to prospective and existing customers
Exercise professionalism, confidentiality, and discretion in all customer interactions and while handling sensitive account information
Interact with customers in a friendly and engaging manner by phone, secure message, and chats to address various banking inquiries and provide customer assistance
Guide new customers through account opening and onboarding
Process account applications for review and approval
Address and resolve account-related requests and concerns promptly and effectively
Assist customers with navigation and utilization of our online banking platform and mobile app
Provide troubleshooting and first level online banking support. Escalate online banking issues for further investigation as needed
Listen to customer feedback and complaints to provide solutions and insights for improvement in our services. Contribute ideas and suggestions to enhance customer satisfaction
Embrace change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processes
Assist with onboarding and training new team members
Qualification
Required
Proficient in banking products and services, including online banking and the mobile app
Excellent communication and problem-solving skills
Ability to prioritize and multi-task
Ability to support customers and internal team members with a positive and friendly attitude
Maintain a strong understanding of bank policies, procedures, and regulatory compliance requirements
Exercise professionalism, confidentiality, and discretion in all customer interactions
Interact with customers in a friendly and engaging manner by phone, secure message, and chats
Guide new customers through account opening and onboarding
Process account applications for review and approval
Address and resolve account-related requests and concerns promptly and effectively
Assist customers with navigation and utilization of the online banking platform and mobile app
Provide troubleshooting and first level online banking support
Listen to customer feedback and complaints to provide solutions and insights for improvement
Embrace change and adapt to new technologies and strategies
Assist with onboarding and training new team members
Enthusiastic and positive attitude with a desire to help others
Exceptional communication and interpersonal skills
Ability to work collaboratively in a team-oriented environment
Ability to problem-solve and troubleshoot
Ability to multi-task and prioritize to meet time-sensitive deadlines
Willingness to assist in cross-functional projects and initiatives
Ability to learn and use multiple banking software programs
Preferred
1+ years in the banking industry
Customer service experience and general banking knowledge in deposit products and services including digital banking
Company
NewtekOne (NASDAQ: NEWT)
NewtekOne has helped businesses grow since 1998.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$712.08MKey Investors
Patriot Financial Partners
2026-01-21Post Ipo Debt· $295M
2025-09-16Post Ipo Equity· $10M
2025-08-25Post Ipo Equity· $48.36M
Leadership Team
Barry Sloane
Founder, President and CEO
Recent News
GlobeNewswire
2026-01-22
2025-12-01
MarketScreener
2025-12-01
Company data provided by crunchbase